Rubicon Llc Savings Plan For Salaried Employees
Sponsored by Rubicon Llc · EIN 720927730 · Plan #002
- Total assets
- $176M
- Net assets
- $176M
- Active participants
- 431
- With balances
- 547
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mercator Investment Management Llc CRD 296809 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $55,421 |
| Mercer Investment Management | Investment management, Direct payment from the plan | $52,994 |